What to Expect


I currently coach clients in person and occasionally over phone or skype (voice/video). Read on to learn more about what to expect from our work together:

Introductions
Initial Consult
Intake
Commitment
Regular Sessions
Communication Between Sessions
Homework
Payment
Cancellations
Refunds
Confidentiality
Referrals
Questions

Introductions

When I receive your message, phone call or email I will generally get back to you within 24 hours unless I’m not at my desk. At this point, we’ll set up a free initial consult to make sure that my work is a fit for your situation. (top)

Initial Consult

The initial consult is a 30 minute appointment that is meant to give both of us the opportunity to sniff each other out. During this conversation I encourage you to share your current situation and I will answer any questions about my philosophy. If my work seems to be a fit for you, I will give you a brief assessment of what our work together might look like, some resources and options for getting started.

I typically reiterate the suggested resources and readings, as well as your options for getting started in a post-session email. At this point I recommend that you take at least 24 hours to consider whether dating & relationship coaching is for you. When you decide to move forward, reply to my email and I will send you an intake form to be completed before the first session. (top)

Intake

The intake is a multi-page form that I request you fill out prior to the intake session (though some clients opt to fill it out during follow up sessions). It contains questions pertaining to your personal details, past dating/relationships, personal habits and intentions for this work. The intake is meant to give me a detailed overview of your history and present situation. Later, it provides an excellent reference point for where you began.

So, please fill out the intake as thoroughly and honestly as you can. In doing so, please remember that everything you say is completely confidential and know that I am not going to judge or scold you. It is important to take your time. I recommend giving it a first pass to jot down what comes to mind, and then make a second pass over the sections that might be more difficult to talk about. When you have sent your intake back to me, and I have had a chance to review it, I will contact you either by phone or email to set up your intake session.

The intake session is a 1.5 – 2 hour appointment where we go over your intake form and my assessment. I will answer any questions you have and we’ll make an action plan for the most relevant issues we’ve identified. (top)

Commitment

At that point, there are two ways you can continue working with me. The first is to book and pay for your sessions one at a time as you feel the need. The second is to choose a package of sessions and purchase them ahead of time. Purchasing your sessions ahead of time gives you a bit of a discount.

The point is that you know what is best for you – some people need lots of time in between sessions to process information and others prefer the momentum and practice of accountability that comes with a longer, more consistent commitment. (top)

Regular Sessions

Regular sessions are 1 hour long; homework, email and text support are included (detailed below). Many clients choose to extend the session length to 1.5 or 2 hours. The format is somewhat spontaneous: we talk about recent developments then work on underlying patterns and finish by talking about strategies for implementation and homework. After the session I will send you a brief recap including resources and homework.(top)

Communication Between Sessions

Because your love life doesn’t always follow our session schedule, I like to make myself available between appointments. Included in your regular session fee is email support in the form of a check-in. Basically, feel free to send me one email me at any point between our sessions to ask any questions or to ask for recommendations about what’s happening for you. I will respond within 24 hours. If you have more questions you can always hit up Ask Lisa.

Also included in your session fee is text support for your ‘dating emergency situations’. I can’t guarantee that I will get your text in time, but it is much faster than email. I would prefer that the only time you phone me is to cancel a session.  I am available to set up a phone consult between sessions at an additional $15 per 1/4 hour. Please set this up with me via email or text. (top)

Homework

After I receive your session notes I will send you your homework. Homework could include things I mentioned during the session, additional readings, activities and field work. You are required to complete your homework, but you are not required to suffer. If something isn’t working for you, let me know ASAP so that we can make adjustments. (top)

Payment

After your session, you may pay for your sessions by cash, cheque ore online via credit card. I also accept interact e-transfers if that is more convenient for you. Payment is required within 24 hours of your session. You can access the payment gateway here. (top)

Cancellations

Everyone has a crazy day now and then and forgets an appointment – so, the first time you have to cancel your appointment with less than 24 hours before your appointment time, don’t worry about it. For the second missed or cancelled appointment you pay half of the session cost and any missed or cancelled session thereafter you pay full price. I reserve the right to administer fees as I see appropriate. Outstanding balances must be paid before we resume your programme. (top)

Refunds

It is important to me that you always feel that this work is a good fit for you. Obviously, there are no refunds for sessions that you have attended, however, if you pay for several sessions in advance and then decide to discontinue working together, I am happy to discus a refund. (top)

Confidentiality

Relationships are one of the most tender and vulnerable topics for some people. Likewise, it is not uncommon for clients to disclose things to me that they have never uttered aloud to anyone, or for folks to work with me in secret. For that reason, not only what we talk about, but the very fact that we are working together is held in the strictest of confidence. For example, say you are local to Duncan and we pass each other in the street. I will not acknowledge or speak with you unless you start the conversation. The boundaries of our work together are always set by you and can be readdressed at any time you wish.(top)

Referrals

As my client, your success and praise are very dear to me – not only as a measure for my own effectiveness – but with your help I am more likely to find clients who are truly suited to this body of work. I would like to express my gratitude for your kindness with a little of my own; if you refer a friend who signs up for my new client package, I will give you 50% off your next hour long session.(top)

Further questions

If you come across something that I haven’t covered here, feel free to contact me and I’ll do my best to answer any questions you might have. (top)

I look forward to working with you!



L